2023 Sage Intacct Webinar Series

Event Detail
  • Date
  • Monthly in 2023
  • Location
  • Webinar
  • Hosting, Speaking
  • Recommended CPE
  • Up to 13 CPE credits (1 or 1.5 per live webinar), Computer Software and Applications
Speakers

From core accounting to global financial management, Sage Intacct software can help you transform your business with comprehensive functionality. Join us for these complimentary webinars, which will highlight product updates, capabilities, and common practices using Sage Intacct.

Who should attend

This session is designed for current Sage Intacct users.

Can’t make the webinar?

Fill out the webinar registration, and you will receive an email with the webinar recording and slides following the event. Recorded webinars are not eligible for CPE. Also, check out our event calendar to see what else is happening.

Sessions

- Building Reports in Sage Intacct Using the Custom Report Wizard
  • February 28, 2023
  • Noon – 1 p.m. CT
  • Location
  • Webinar

Have you been trying to build a report that pulls in data based on a variable or object in Sage Intacct but don’t know where to start or what to use? This webinar will cover the difference between the Custom Report Wizard and the Financial Report Writer along with how to build reports.

At the end of this session, you will be able to:

  • Recognize the difference between the Financial Report Writer and the Custom Report Wizard
  • Review report writing capabilities with the Custom Report Wizard
  • Recall how to design reports using the Custom Report Wizard
- 2022 R4 and 2023 R1 Highlights
  • March 28, 2023
  • Noon – 1:30 p.m. CT
  • Location
  • Webinar

Keeping up with Intacct’s releases can be a big task, especially if you are interested in multiple enhancements. Join us as we take 90 minutes to review release enhancements from 2022 R4 and 2023 R1.

At the end of this session, you will be able to:

  • Explain the feature enhancements from Sage Intacct’s 2022 R4 and 2023 R1 releases
  • Determine which enhancements may be pertinent to your day-to-day tasks
- Revenue Recognition in Order Entry
  • April 25, 2023
  • Noon – 1 p.m. CT
  • Location
  • Webinar

Revenue is at the heart of business performance. If a business sells a product, the revenue recognition is upon the customer paying for the product. However, recognizing revenue can get complicated when a company takes a long time to produce a product. This webinar will touch on how Revenue Recognition can be utilized in Order Entry to streamline the way you track revenue.

At the end of this session, you will be able to:

  • Review what is included in Order Entry Revenue Recognition
  • Recall how to work with Revenue Recognition templates
  • Identify how to manage Revenue Schedules
- Dynamic Allocations — The Basics
  • May 30, 2023
  • Noon – 1 p.m. CT
  • Location
  • Webinar

Is your team spending hours manipulating data in Excel to determine month-, quarter-, or year-end allocations? This webinar will illustrate how Dynamic Allocations can be used to streamline your allocations using existing data in Intacct.

At the end of this session, you will be able to:

  • Identify how to set up allocation definitions
  • Recall how to process allocations using Dynamic Allocations
  • Review how to troubleshoot allocation entry errors
- Getting Started With ICRW
  • June 27, 2023
  • Noon – 1 p.m. CT
  • Location
  • Webinar

Using the Interactive Custom Report Writer (ICRW) today and not comfortable with the application? Join us on this webinar as we talk through tips and tricks to help get you started with using ICRW.

At the end of this session, you will be able to:

  • Recognize the difference between ICRW and other reporting tools in Sage Intacct
  • Review the basics of using the ICRW tool
  • Recall the basic capabilities of getting started with ICRW
- Best Practices Importing Data into Sage Intacct
  • July 25, 2023
  • Noon – 1 p.m. CT
  • Location
  • Webinar

Looking for an easy way to get data into Sage Intacct from another system? Join this webinar to learn common practices for populating import templates for Sage Intacct. Once uploaded, quickly review, edit, and replicate Excel templates and put an end to continuously revamping import templates.

At the end of this session, you will be able to:

  • Recognize successful strategies setting up import templates
  • Identify how to effectively populate Sage Intacct data in import templates
  • Review how to troubleshoot and eliminate errors
- Utilizing Contracts to Receive ASC606 and ASC605 Reporting Needs
  • August 29, 2023
  • Noon – 1 p.m. CT
  • Location
  • Webinar

One useful business strategy is to enhance visibility into different revenue streams. Let’s look at the receivable side and show you what Intacct Order Entry and Contracts has to offer.

At the end of this session, you will be able to:

  • Describe how Order Entry integrates with Accounts Receivable
  • Identify how to set up workflows that eliminate excess paper and Excel tracking
  • Recall how to associate revenue recognition logic to automate deferred revenue tracking
- 2023 R2 and R3 Highlights
  • September 26, 2023
  • Noon – 1:30 p.m. CT
  • Location
  • Webinar

Are you caught up on the recent Sage Intacct release enhancements? This webinar will cover the new features and functionalities in both the R2 and R3 releases.

At the end of this session, you will be able to:

  • Explain the feature enhancements from Sage Intacct’s 2023 R2 and R3 releases
  • Determine which enhancements may be pertinent to your day-to-day tasks
- Uncover the Possibilities With Smart Rules and Smart Events
  • October 31, 2023
  • Noon – 1 p.m. CT
  • Location
  • Webinar

With Intacct, you can assign certain users specific permissions to the software and designate approvals within certain modules. You may also want to be notified when someone adds a new vendor, edits an Invoice in Order Entry, or updates a journal entry. Join us to review how to use Smart Rules and Smart Events to automate tasks specific to your business’s needs.

At the end of this session, you will be able to:

  • Define what Smart Rules and Smart Events are
  • Recognize the difference between Smart Rules and Smart Events
  • Review use-case scenarios where Smart Rules and Smart Events have automated processes
- Tidy Up Your Vendors for 1099 Time
  • November 28, 2023
  • Noon – 1 p.m. CT
  • Location
  • Webinar

Enjoy the holiday season by getting ahead on year-end tasks. In this webinar, we’ll review Intacct’s capabilities to navigate the 1099 process. From setting up vendors properly to printing 1099s, we’ll share common practices that can help you wrangle 1099 balances and more — so you can spend your time with family and friends.

At the end of this session, you will be able to:

  • Recognize how to confirm vendor set up in order to track 1099 amounts
  • Identify how to run the 1099 report in Intacct and correct incorrect balances
  • Identify how to print your 1099s directly from Sage Intacct
  • Identify third-party applications with which Sage Intacct can integrate to generate and mail 1099s, as well as electronically file with the IRS
- Best Practices: Month-End Close and Reconciling Subledger Discrepancies
  • December 19, 2023
  • Noon – 1 p.m. CT
  • Location
  • Webinar

With the end of 2023 quickly approaching, a checklist can help you efficiently and painlessly maneuver through year-end processes and prepare for the new year. Join us to review the steps to get started.

At the end of this session, you will be able to:

  • Recall how to utilize the new Checklists feature in Sage Intacct to assign tasks and complete an organized and efficient close
  • Identify how to wrap up subledger and GL reconciliations
  • Review suggested bank reconciliation practices
- Vendor Payments by CSI
  • January 31, 2023
  • Noon – 1 p.m. CT
  • Location
  • Webinar

Looking for a way to streamline the way you pay vendors and go paperless? Vendor Payments by CSI is a payment service you can use when processing payments for vendors. Eliminate the need to print checks or generate an ACH file from Sage Intacct and let CSI take care of that for you.

At the end of this session, you will be able to:

  • Recognize the services Vendor Payments by CSI provides
  • Recall how to set up Intacct to utilize Vendor Payments by CSI
  • Identify how to use Vendor Payments by CSI to process payments

CPE

Recommended CPE: Up to 13 CPE credits (1 or 1.5 per live webinar), Computer Software and Applications
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based

View CPE sponsorship information

Register for this event

You will receive your webinar link in the confirmation email after registering

For more information:
Bianca Granado
Marketing Project Management Senior

Experience the CLA Promise